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Disclosery

Live Oak Investment Partners: HFSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Live Oak Investment Partners on HFSI, newest first. How the timeline and the estimate are built.

Live Oak Investment Partners held 266,848 HFSI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,848 shares
    Change vs previous 13F +11,341 shares

    5.05% of the 13F portfolio, value $9,382,371.

    13F-HR 0001822262-26-000004 filed by Live Oak Investment Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 255,507 shares
    Change vs previous 13F +77,784 shares

    5.24% of the 13F portfolio, value $8,871,215.

    13F-HR 0001822262-26-000003 filed by Live Oak Investment Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 177,723 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $6,305,604.

    13F-HR 0001822262-26-000002 filed by Live Oak Investment Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).